Date: August 28, 2015
Time: 11:00am - 11:30am EST

This webinar will provide a technical overview of the powerful Salesforce Lightning Process Builder capabilities.  Process Builder can be utilized to automate all workflow actions (with the exception of outbound messages).

SF-lightning

Traditional workflow can still be utilized in parallel, however, Process Builder gives you the ability to do things that workflow can’t. Although, somewhat of a double edged sword this puts some very powerful tools at the disposal of an experienced administrator.

Agenda
  • Overview of Process Builder and the visual layout with point-and-click efficiency
  • Build a Process to Update a Record
  • Build a Process to Create a Record
  • Review other Actions

 

 


Featured Speaker

Joe Harris - 20 years experience in Information Technology, Business and Financial Management. Has a proven track record of managing teams to provide businesses with the tools and processes needed to increase productivity and to meet or exceed their business plan objectives. Selected and implemented Salesforce.com as the salesforce automation and customer service solution for a leading nationwide homebuilder. A Certified Salesforce.com Administrator and proficient in configuration and administration including design, custom objects, workflow rules, validation rules and data cleansing.